Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608
Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues. Multi-day discounts are available.
8 – 8:30am – Registration and continental breakfast
Topics and speakers for the day
8:30 – 9:30am – Not for Profit update – Speaker (s): Mr. Yosef Ziffer, Esq., Venable, LLP
9:45 – 11am – Practice and Procedure Update – Speaker (s): Mr. Robert McKenzie, Esq., Arnstein & Lehr LLP
11:15am – 12:45pm – Corporate Update – Speaker (s): Mr. Brian O’Connor, Esq., Venable, LLP and Associate
1:30 – 2:30pm – Individual Update – Speaker (s): Mr. Ed Leyden, Esq., Leyden Law, LLC
2:45 – 3:30p – Medical Cannabis – Speaker (s): Mr. Stephen Bishop, Mr. Angelo Poletis, CPA, Mr. Nathan DiNatale, CPA, SC&H
Discussion on the Maryland environment related to medical cannabis. Topics include the limitation on deductions and tax and business issues facing this new industry and its investors.
3:45 – 4:45pm – Executive Compensation – Speaker (s): Mr. Ira Mirsky, Esq., Kundra and Associates
8:30 – 10am – Planning with GRATs, Sales to IDGTs and Other Freezes and GST Related Planning – Speaker (s): Mr. N. Todd Angkatavanich, Esq., Withers Bergman
10:15am – 12:pm – Update on Estate and Gift Tax Legislation and Cases – Speaker (s): Ms. Beth Shapiro Kaufman, Esq., Caplin & Drysdale
1 – 2:40pm –Malpractice as it Relates to Estates and Trusts – Speaker (s): Ms. Deborah Rood, CPA, MST, Continental Casualty Company/CNA and Mr. Sean Ginty, Esq., CNA – Lawyers Insurance Program
This session will focus on malpractice issues relating to estate and trust planning as well as those acting as a fiduciary. The session will be split between two speakers representing companies underwriting liability insurance for professionals. One will focus on issues from the perspective of CPAs and the other will focus on issues from the perspective of attorneys.
2:55 – 4:40pm – ESOPs in Succession Planning – Speaker (s): Mr. Steven Greenapple, Esq., Steiker, Greenapple & Fusco, P.C.
Steven Greenapple has extensive experience in structuring, financing, documenting and closing transactions involving Employee Stock Ownership Plans (ESOPs). This session will focus on ESOPs as a powerful and flexible tool for business succession planning and ownership transition, in a tax-advantaged transaction.
8:30 – 9:45am – Year in Review – Speaker (s): Mr. Stef Tucker, Esq., Venable, LLP
10 – 11am – Cost Segregation – Speaker (s): Mr. Eli Loebenbeg, CEO, Madison SPECS, LLC
11am – 12pm – Legislative Update – Speaker (s): Mr. Ryan McCormick, Esq., The Real Estate Roundtable
1 – 2:10pm – New Audit Rules – Speaker (s): Ms. Beverly Katz, Esq., and Mr. Curtis Wilson, KPMG
2:10 – 3:15pm – Creative Deal Structures – Speaker (s): Mr. Stephen Owen, Esq., DLA Piper
3:30 – 4:40pm – Section 752 Regs –Speaker (s): Mr. Brian O’Connor, Esq., Venable, LLP and Mr. Norman Lencz, Esq., Venable, LLP
In October of 2016, the Treasury Department issued new Regulations under sections 707 and 752 relating to disguised sales of property and partnership liability allocations. Most significantly, the Regulations (i) severely restrict the ability to use traditional “leveraged partnership transactions,” and (ii) effectively eliminate the use of “bottom-line guarantees” for purposes of allocating partnership liabilities. These Regulations, which have generated a fair amount of controversy, are also subject to change pursuant to a Treasury Department Report on “Identifying and Reducing Tax Regulatory Burdens” sent to President Trump on October 2, 2017. This presentation will assist tax practitioners in understanding what they need to know about these Regulations.
All materials for this event will be offered electronically only. Registrants will receive instructions to access the materials prior to the conference.
8:30 – 10am – Maryland Tax Update – Speaker (s): Ms. Sharonne Bonardi, Esq., Mr. Wallace A Eddleman, Esq., CPA, and invited guests from the Comptroller of Maryland’s office
Top Maryland Comptroller officials discuss tax compliance changes impacting the upcoming 2017 tax return filing season, and how the Maryland Comptroller’s Office is addressing those changes. Hear from people who can help solve your clients Maryland tax problems.
10:15 – 11:15am – Maryland Court Case Update – Speaker (s): Mr. Brian Oliner, Esq., Comptroller of Maryland
Hear the latest Maryland tax litigation information and Maryland’s perspective on State and Local Tax (“SALT”) issues from Brian Oliner-Principal counsel to the Maryland Comptroller. Learn how Maryland addresses tax and reporting issues in the internet age.
11:15am – 12:30pm – National Developments – Speaker (s): Mrs. Karen Syrylo, CPA, and Mr. Jeff Friedman, Esq., Evershed Sutherland (US) LLP
Learn about the latest new State and Local Tax (“SALT”) developments impact the private business community from Karen Syrylo and Jeff Friedman. Hear the latest information on the steps states take in a technology driven society increasingly dependents on social media.
1:30 – 2:15pm – Mid-Atlantic State Update (DC, PA, VA and DE)
Currently, many Maryland businesses operate in or are expanding their operations to nearby states. Learn from “local tax” experts working in the District of Columbia, Delaware, Pennsylvania and Virginia of current developments and available opportunities.
(DC) Speaker (s): Mr. Keith J. Richardson, Office of Tax and Revenue and Ms. Elissa Borges, Esq., District of Columbia
(PA) Speaker (s): Ms. Sharon Paxton, Esq., McNees Wallace & Nurick LLC
(VA) Speaker (s): Mr. Tim Winks, PWC LLP
(DE) Speaker (s): Ms. Kaitlin A. McKenzie-Fiumara, Esq., Counsel Wilmington
Delaware Unclaimed Property and State Tax Update
This session will cover recent legislative, regulatory, and policy changes with respect to unclaimed property and state taxes. As the state of incorporation of many of the US’s largest companies Delaware is at the forefront of unclaimed property. Participants will learn about Delaware’s recent efforts to evolve in this role.
2:15 – 3:15pm – Abandoned and Unclaimed Property Update – Speaker (s): Ms. Julia Cobis, Altus Group and Mr. Andrew “Jay” Maschas, Esq., Comptroller of Maryland
Learn about current developments and compliance requirements concerning abandoned property.
3:30 – 4:45pm – Maryland Incentives – Speaker (s): Mr. Mark Vulcan, Esq., CPA, Maryland Dept. of Commerce, Office of Finance Programs
Be a hero to your clients! Hear about the tax credits available to Maryland businesses and the logistics to obtain the available tax credits from Mark Vulcan- Program Manager of the Tax Programs for the Maryland Department of Commerce.
